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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT6 years Service code 26 1918 8TH AVE · SEATTLE, WA 981011214 | Advisory (Participants) | $47,667 |
MATRIX TRUST COMPANY5 years Service code 19 2800 NORTH CENTRAL AVE · PHOENIX, AZ 85004 | Securities Custodian | $18,268 |
Filed as: RAYMOND JAMES Service code 19 3023 OLD POND ROAD · MISSOULA, MT 59802 | Securities Custodian | $7,907 |
RANDALL & HURLEY, INC.1 year Filed as: RANDALL & HURLEY, INC Service code 15 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $6,154 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,156 | $65,125+89.1% | $143,797-14.4% | $66,949+84.0% |
| Participation rate | 97.8% | 65.2%+32.6pp | 80.3%+17.5pp | 69.8%+28.0pp |
| Annual return | -17.73% | -11.13%-6.6pp | -0.04%-17.7pp | 1.57%-19.3pp |
| Employer contribution / active EE | $7,576 | $2,362+220.7% | $4,952+53.0% | $2,545+197.6% |
| Participant deferral / active EE | $5,542 | $2,920+89.8% | $5,638-1.7% | $4,239+30.7% |
| Admin fee / account holder | $424 | $503-15.7% | $14,679-97.1% | $594-28.6% |